State adviser firms
State adviser registrations
IAPD firm-state observations reported as APPROVED. Registration is a source status, not an endorsement or a principal-office location.
6,602 published state registrations on 5,942 distinct firm CRDs.
- OPES MVB CAPITAL, LLC
Firm CRD 325623 · CA · Reported as state-registered
Registration date: 2023-04-28
- ARDEN WEALTH MANAGEMENT
Firm CRD 325639 · CA · Reported as state-registered
Registration date: 2023-04-14
- FINANCE WISDOM
Firm CRD 325643 · CA · Reported as state-registered
Registration date: 2024-04-03
- FINANCE WISDOM
Firm CRD 325643 · TX · Reported as state-registered
Registration date: 2023-04-03
- FINANCE WISDOM
Firm CRD 325643 · WA · Reported as state-registered
Registration date: 2023-09-15
- SLR ADVISORS
Firm CRD 325660 · CA · Reported as state-registered
Registration date: 2023-06-09
- MARIM WEALTH PLANNING
Firm CRD 325684 · CA · Reported as state-registered
Registration date: 2023-06-29
- CYPRESS LANE ADVISORS
Firm CRD 325688 · TX · Reported as state-registered
Registration date: 2023-05-17
- KODA WEALTH MANAGEMENT
Firm CRD 325700 · TX · Reported as state-registered
Registration date: 2023-03-23
- COHO ADVISORY SERVICES, LLC
Firm CRD 325710 · CA · Reported as state-registered
Registration date: 2024-12-04
- COHO ADVISORY SERVICES, LLC
Firm CRD 325710 · TX · Reported as state-registered
Registration date: 2023-09-26
- COHO ADVISORY SERVICES, LLC
Firm CRD 325710 · WA · Reported as state-registered
Registration date: 2024-05-10
- NOBLE INVESTORS LLC
Firm CRD 325722 · TX · Reported as state-registered
Registration date: 2023-08-25
- BRIAN DENNIS, CFP®
Firm CRD 325735 · CA · Reported as state-registered
Registration date: 2023-08-15
- SANTA CRUZ WEALTH MANAGEMENT INC.
Firm CRD 325737 · CA · Reported as state-registered
Registration date: 2023-06-20
- HILL COUNTRY KINGDOM ADVISORS
Firm CRD 325783 · CA · Reported as state-registered
Registration date: 2026-02-10
- GOLDEN SPREAD WEALTH, LLC
Firm CRD 325810 · TX · Reported as state-registered
Registration date: 2023-04-17
- AEQUITAS FINANCIAL, LLC
Firm CRD 325830 · CA · Reported as state-registered
Registration date: 2024-10-10
- MOORING BAY CAPITAL MANAGEMENT
Firm CRD 325837 · TX · Reported as state-registered
Registration date: 2024-09-09
- COWAN CAPITAL ADVISORS
Firm CRD 325865 · CA · Reported as state-registered
Registration date: 2023-08-17
- BANKERS INVESTMENT COUNSELING
Firm CRD 325872 · CA · Reported as state-registered
Registration date: 2023-08-21
- RELIC WEALTH MANAGEMENT LLC
Firm CRD 325946 · TX · Reported as state-registered
Registration date: 2023-11-02
- QUEENSBURY GLOBAL ADVISORS
Firm CRD 326014 · CA · Reported as state-registered
Registration date: 2023-07-06
- SINGH PWM LLC
Firm CRD 326033 · AZ · Reported as state-registered
Registration date: 2023-06-07
- TREUSSARD CAPITAL MANAGEMENT
Firm CRD 326105 · CA · Reported as state-registered
Registration date: 2023-05-05